Shakespeare Wealth Management, LLC
Shakespeare Wealth Management, LLC is an SEC-registered wealth manager in Pewaukee, WI with $641.9M assets under management (AUM, regulatory AUM), +25% over one year. See who owns Shakespeare Wealth Management, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 111950, SEC 801-92171, data through 2026-04-23.
- AUM (assets under management / regulatory AUM)
- $641.9M (2026-04-23)
- Firm type
- Wealth Manager
- Location
- Pewaukee, WI
- Employees
- 9
- Clients
- 312
- CRD
- 111950
- Ownership
- REARDON, KEVIN, MICHAEL; ZIAREK, NICHOLAS, ANDREW; HINTZ, BRITTANY; SHAKESPEARE HOLDINGS, INC.; BULEN, ANDREA, MARGARET-SWANSBY
How much AUM does Shakespeare Wealth Management, LLC have?
Shakespeare Wealth Management, LLC reported $641.9M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-23).
Who owns Shakespeare Wealth Management, LLC?
Disclosed owners and executives of Shakespeare Wealth Management, LLC include REARDON, KEVIN, MICHAEL, ZIAREK, NICHOLAS, ANDREW, HINTZ, BRITTANY, SHAKESPEARE HOLDINGS, INC., BULEN, ANDREA, MARGARET-SWANSBY. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.